大行评级|大摩:维持金沙中国“增持”评级 次季经调整EBITDA基本符合预期

格隆汇
24 Jul

摩根士丹利表示,金沙中国次季的经调整EBITDA为5.59亿美元(未调整前EBITDA为5.66亿美元),基本符合下调后的市场共识预期。伦敦人EBITDA为2.05亿美元,按季增长34%、按年增长99%,但其他项目(特别是巴黎人按季下降33%)表现极为疲软。中场市场占有率按季上升90个基点至24.3%。大摩指出,金沙中国2025年上半年年化计算的企业EBITDA为20.2亿美元,较2025年市场共识预期低12%。该行维持对其“增持”评级及目标价17.5港元。

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